HWM

Heirloom Wealth Management Portfolio holdings

AUM $379M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.8M
3
+$10.4M
4
ASML icon
ASML
ASML
+$9.76M
5
MSFT icon
Microsoft
MSFT
+$7.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.21%
2 Financials 20.4%
3 Communication Services 18.69%
4 Healthcare 7.39%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$379K 0.33%
+2,461
27
$376K 0.32%
+5,501
28
$327K 0.28%
+8,265
29
$294K 0.25%
+12,868
30
$286K 0.25%
+9,246
31
$266K 0.23%
+1,645
32
$209K 0.18%
+2,602
33
$209K 0.18%
+4,050
1
2